Filed September 17, 2026 (most recent of 2 filings on file)
Total covered: 27 employees
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| Provider | Service type | Compensation |
|---|---|---|
LINCOLN NATIONAL CORPORATION1+ years Filed as: LINCOLN FINANCIAL SECURITIES Service code 55 1 GRANITE PL · CONCORD, NH 03301 | Other Commissions | $23,342 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,627 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,109 | $48,277-43.8% | $63,517-57.3% | $55,191-50.9% |
| Participation rate | 79.7% | 69.4%+10.4pp | 71.0%+8.7pp | 69.2%+10.6pp |
| Annual return | -0.78% | 2.37%-3.2pp | -70.30%+69.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $1,102 | $1,592-30.8% | $2,322-52.5% | $1,899-42.0% |
| Participant deferral / active EE | $2,556 | $2,432+5.1% | $2,953-13.5% | $3,046-16.1% |
| Admin fee / account holder | $34 | $86-59.9% | $5,892-99.4% | $91-62.0% |